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Get Institutions for : 
Spdr S&p Kensho Clean Power Etf (CNRG)  
$58.94 0.97 (1.67%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    7
Total shares held : 
 917,979  
% of shares held : 
 75.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -49,505  
% of shares held change : 
   -4.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $64.79  
Last Quarter's Ending Price : 
 $71.74  
Last Quarter's Average Price : 
 $64.97  
Change from last quarter's     
avg. price to the last closing  : 
6.03 (9.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 10,835
 1.18%
 
Increased Positions :
30
 168,264
 18.33%
 
Unchanged Positions :
16
 21,932
 2.39%
 
Decreased Positions :
28
-117,784
-12.83%
 
Closed Positions :
12
-110,820
-12.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2019 - 2023-12-31 209,025 $14,995,000 66,203
   LPL FINANCIAL CORP 1017 - 2023-12-31 206,862 $14,840,000 30,688
   WELLS FARGO & CO/MN 1998 - 2023-12-31 61,234 $4,393,000 -38,382
   SPINNAKER TRUST 82 - 2023-12-31 54,203 $3,889,000 49,593
   Change Path LLC 138 - 2023-12-31 31,393 $2,252,000 3,166
   EXCHANGE CAPITAL MANAGEMENT INC 87 - 2024-03-31 29,761 $1,927,000 207
   Capital Analysts Inc. 189 - 2023-12-31 20,610 $1,479,000 284
   ENVESTNET ASSET MANAGEMENT INC 2669 - 2023-12-31 19,617 $1,407,000 4,659
   MML INVESTORS SERVICES LLC 1175 - 2023-12-31 19,502 $1,399,000 4
   COMMONWEALTH EQUITY SERVICES LLC. 2143 - 2023-12-31 13,866 $995,000 -5,903
   WealthCare Investment Partners LLC 56 - 2024-03-31 14,705 $952,000 3,570
   Cetera Investment Advisers 1135 - 2023-12-31 13,059 $937,000 1,028
   Wealthfront Advisers LLC 643 - 2024-03-31 13,357 $865,000 4,830
   Bulltick Wealth Management LLC 71 - 2023-12-31 10,893 $781,000 1,960
   UBS Group AG 3695 - 2023-12-31 9,514 $683,000 -5,593
   TOWER RESEARCH CAPITAL LLC 1186 - 2023-12-31 8,835 $634,000 -2,048
   Goss Wealth Management LLC 1156 - 2023-12-31 9,591 $623,000 2,323
   ROYAL BANK OF CANADA 3492 - 2023-12-31 8,478 $608,000 -6,398
   CITADEL ADVISORS LLC 3457 - 2023-12-31 7,984 $573,000 2,430
   HIGHTOWER ADVISORS, LLC 2199 - 2023-12-31 7,547 $547,000 -8,667
   FINANCIAL NETWORK 1810 - 2023-12-31 7,533 $540,000 -11,813
   Fort Point Capital Partners LLC 166 - 2023-12-31 7,242 $520,000 -670
   MARINER WEALTH ADVISORS, LLC 1938 - 2023-12-31 6,817 $489,000 -7,638
   Concord Wealth Partners 130 - 2023-12-31 6,771 $486,000 -1,998
   USAdvisors Wealth Management LLC 84 - 2023-12-31 6,377 $457,000 -1,882
   MEADOWBROOK INVESTMENT ADVISORS LLC 58 *New 2023-12-31 6,363 $456,000 6,363
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2599 - 2024-03-31 6,631 $429,000 -6,791
   Advisor Group Holdings Inc. 3299 - 2023-12-31 5,768 $414,000 -1,293
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2458 - 2024-03-31 6,176 $400,000 -5,382
   BRYN MAWR TRUST CO/PA 265 - 2023-09-30 5,868 $396,000 807
   GeoWealth Management LLC 371 - 2023-12-31 5,443 $391,000 723
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1294 - 2023-12-31 5,142 $369,000 -911
   GOLDMAN SACHS GROUP INC/ 3965 - 2023-12-31 5,037 $361,000 0
   Kestra Advisory Services LLC 1743 - 2023-12-31 4,785 $343,000 215
   Archford Capital Strategies LLC 206 - 2024-03-31 5,181 $336,000 64
   MORGAN STANLEY 5329 - 2023-12-31 4,513 $324,000 -840
   AMERIPRISE FINANCIAL INC 3522 *New 2023-12-31 4,361 $313,000 4,361
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1471 - 2023-09-30 4,480 $302,000 -295
   CREATIVE FINANCIAL DESIGNS INC /ADV 314 - 2023-12-31 4,053 $291,000 804
   SNS Financial Group LLC 159 - 2024-03-31 4,131 $268,000 0
   Good Life Advisors LLC 352 - 2023-12-31 3,721 $267,000 -1,008
   Banco Santander S.A. 392 - 2023-12-31 3,520 $253,000 430
   Private Advisor Group LLC 1907 - 2023-12-31 3,433 $246,000 55
   FLAGSHIP HARBOR ADVISORS LLC 583 - 2024-03-31 3,740 $242,000 1
   Better Money Decisions LLC - 2023-12-31 3,255 $233,000 -714
   QUANTITATIVE ADVANTAGE LLC 110 - 2023-03-31 2,681 $232,000 1
   Farther Finance Advisors LLC 531 - 2023-12-31 3,019 $217,000 -276
   Nalls Sherbakoff Group LLC 101 - 2023-12-31 2,043 $147,000 -11
   Spire Wealth Management 929 - 2024-03-31 1,870 $121,000 3
   YHB INVESTMENT ADVISORS, INC. 332 - 2024-03-31 1,839 $119,000 1,839
   PNC FINANCIAL SERVICES GROUP INC 2502 - 2023-12-31 1,613 $116,000 38
   Mascoma Wealth Management LLC - 2023-12-31 1,165 $84,000 -988
   HARBOUR INVESTMENTS INC. 1239 - 2023-12-31 1,085 $78,000 240
   Covestor Ltd 757 - 2023-12-31 856 $61,000 148
   GUARANTY TRUST CO OF MISSOURI /MO/ 778 - 2024-03-31 882 $57,000 -680
   J P MORGAN CHASE & CO 4713 - 2023-12-31 744 $53,000 599
   VisionPoint Advisory Group LLC 277 - 2023-12-31 540 $39,000 540
   Geneos Wealth Management Inc. - 2023-12-31 550 $39,000 -100
   AdvisorNet Financial Inc 907 - 2024-03-31 558 $36,000 155
   CWM LLC 2615 - 2024-03-31 457 $30,000 -832
   EPG Wealth Management LLC 336 - 2023-12-31 400 $26,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 689 - 2023-12-31 335 $24,000 0
   BANK OF MONTREAL /CAN/ 3142 - 2023-12-31 280 $20,000 -421
   Coastal Investment Advisors Inc. 640 - 2024-03-31 301 $19,000 301
   ICA Group Wealth Management LLC 774 - 2023-12-31 222 $16,000 222
   OPTIMUM INVESTMENT ADVISORS 476 - 2024-03-31 250 $16,000 -100
   Milestone Investment Advisors LLC 112 - 2023-12-31 175 $13,000 1
   NBC SECURITIES INC. 1634 - 2024-03-31 175 $11,000 0
   SANDY SPRING BANK - 2023-12-31 125 $9,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 234 - 2024-03-31 132 $9,000 0
   Caitlin John LLC 459 - 2023-12-31 120 $9,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 405 - 2023-06-30 78 $7,000 0
   Qube Research & Technologies Ltd 3246 - 2023-12-31 85 $6,000 -325
   Private Wealth Management Group LLC 595 - 2023-12-31 76 $5,000 0
   PRINCIPAL SECURITIES INC. 2493 - 2023-12-31 71 $5,000 0
   FMR LLC 4334 - 2023-12-31 62 $4,000 40
   ODell Group LLC 407 - 2023-12-31 52 $4,000 52
   Steward Partners Investment Advisory LLC 3036 *New 2023-12-31 55 $4,000 55
   IFP Advisors Inc 2485 *New 2023-12-31 55 $4,000 55
   Global Retirement Partners LLC 2529 - 2024-03-31 39 $3,000 6
   Founders Capital Management 322 - 2024-03-31 50 $3,000 -251
   Key Financial Inc 1042 - 2023-12-31 44 $3,000 0
   Baldrige Asset Management LLC 322 - 2023-03-31 28 $2,000 0
   Steward Financial Group LLC 1054 - 2023-09-30 35 $2,000 35
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 668 - 2024-03-31 10 $1,000 0
   PROEQUITIES INC. 3588 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6088 *Closed 2023-12-31 0 $0 -4,905
   CITIGROUP INC 4554 *Closed 2023-12-31 0 $0 -346
   Sailer Financial LLC 63 *Closed 2023-12-31 0 $0 -13,812
   ADVISORY SERVICES NETWORK, LLC 3727 *New 2023-12-31 1 $0 1
   CAPTRUST FINANCIAL ADVISORS 2770 *Closed 2023-12-31 0 $0 -3,629
   MODERA WEALTH MANAGEMENT, LLC 631 *Closed 2023-12-31 0 $0 -17,753
   HANSON MCCLAIN, INC. 3625 *Closed 2024-03-31 0 $0 0
   Walleye Trading Advisors LLC 2512 *Closed 2023-12-31 0 $0 -3,371
   Independent Wealth Network Inc. 210 *Closed 2024-03-31 0 $0 -6,819
  95 Records found
  1    
  Page 1 of 1
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